Finance - Bulk Customer Statements
Bulk Customer Statements gives you the ability to print, email and save paperwork for all customers that currently have an outstanding balance owed on their account.
A customer will have an outstanding balance if they owe you money for an order you have invoiced them for and the payment is past due according to their payment terms, or if they owe an amount that exceeds their current credit limit.
Choose which paperwork to print
By default Easify will automatically select Statement as the paperwork to be printed for each of the displayed customers. This can be changed to print to any paperwork that currently exists on the system for Customers, this includes ones that you have created.
The outstanding balance for each customer is displayed, along with a total for all customers below.
The select all checkboxes will attempt to put a tick in every checkbox above it. If a checkbox is greyed out it is likely because it has not been enabled in the Easify Options or there is a problem with a customer such as not having a valid email address. The Send as Email checkboxes require you to enable Microsoft Outlook integration and the Print to DMS checkbox requires you to enable the Document Management system.
Send as Email
By ticking the checkboxes in this column means that when you click the OK button, it will attempt to create an Outlook email windows for each row you have selected with this option. This Outlook email windows will already be set with the customer's email and PDF attachment of the paperwork you have chosen.
Make sure that you have enabled the Microsoft Outlook integration option to use this feature.
Print to DMS
By ticking the checkboxes in this column means that when you click the OK button, it will save a PDF copy of the paperwork you have chosen to the Document Management location for each Order it has been selected for.
Make sure that you have enabled the Document Management option to use this feature.
Print to Printer
By ticking the checkboxes in this column means that when you click the OK button, it will print the paperwork you have chosen for each Order it has been selected for.
Please note that you can set the default printer for each paperwork in the Paperwork Designer.